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Innovative Wealth Building’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Innovative Wealth Building’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682K Buy
2,884
+153
+6% +$35.1K 0.4% 41
2026
Q1 		$587K Buy
2,731
+365
+15% +$81.4K 0.41% 39
2025
Q4 		$520K Buy
+2,366
New +$517K 0.38% 38

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Innovative Wealth Building's VIG Position: Q2 2026 in Review

Innovative Wealth Building increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q2 2026, buying an estimated $35.1K and bringing the position to 2,884 shares worth $682K. The position accounts for 0.4% of the portfolio, ranked #41.

Innovative Wealth Building first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Innovative Wealth Building held 2,884 shares of Vanguard Dividend Appreciation ETF worth $682K as of Q2 2026.
  • Innovative Wealth Building bought 153 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $35.1K.
  • Vanguard Dividend Appreciation ETF made up 0.4% of Innovative Wealth Building's portfolio in Q2 2026, its #41 holding.
  • Innovative Wealth Building first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.